Other · DOL Form 5500 · 2024

Kennedy-Donovan Center, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
378
Participants Below avg headcount
55th
Percentile by assets National rank
$25,853
Avg per participant Low balance/head
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Official DOL plan name: Kennedy-Donovan Center, Inc. Retirement Savings Plan · Sponsored by Kennedy-Donovan Center, Inc. · Massachusetts · Healthcare & Social Assistance

$10M in assets, 378 participants

Kennedy-Donovan Center, Inc.'s Kennedy-Donovan Center, Inc. Retirement Savings Plan reported $10M in total assets and 378 participants in its 2024 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,271 in Healthcare & Social Assistance (16,916 peers)

Kennedy-Donovan Center, Inc. multi-year trail

Kennedy-Donovan Center, Inc.'s plans moved +39.2% in assets from 2022 to 2024; this filing shows Kennedy-Donovan Center, Inc. Retirement Savings Plan at $10M / 378 participants.

#10,271
in Healthcare & Social Assistance (16,916 peers)
+17.3%
assets growth YoY

Kennedy-Donovan Center, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kennedy-Donovan Center, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,772,376 Top 45% higher than 55% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Kennedy-Donovan Center, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kennedy-Donovan Center, Inc. Retirement Savings Plan sits mid-pack in the medium band (378 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kennedy-Donovan Center, Inc. Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Kennedy-Donovan Center, Inc. Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kennedy-Donovan Center, Inc. Retirement Savings Plan reported participants rose from 352 in the plan year 2023 filing to 378 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042519028 · Kennedy-Donovan Center, Inc. PY 2024 · Other

Kennedy-Donovan Center, Inc. Retirement Savings Plan · $10M · 378 · 55th

  • SCH $10M
  • EBSA 378
  • PART 55th
  • TYPE Other
  • NET near Zeta Charter Schools 403(b) Plan
  • BOOK ind #10271

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Kennedy-Donovan Center, Inc. Retirement Savings Plan in the asset neighbourhood

Woodfords Family Services 403b PlanWoodfords Family Services 40…$10MKennedy-Donovan Center, Inc. Retirement Savings PlanKennedy-Donovan Center, Inc.…$10MZeta Charter Schools 403(b) PlanZeta Charter Schools 403(b) …$10MConner Prairie Museum Inc. ERISA 403b PlanConner Prairie Museum Inc. E…$10MTax Deferred Annuity Plan for the Arc of Central Alabama,IncTax Deferred Annuity Plan fo…$10M
End-of-year total assets ($M) among Kennedy-Donovan Center, Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kennedy-Donovan Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kennedy-Donovan Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 39.15560064790588% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.02M $9.77M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 328 $7M
2023 1 352 $8M
2024 1 378 $10M

Kennedy-Donovan Center, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN042519028
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Kennedy-Donovan Center, Inc. Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Kennedy-Donovan Center, Inc. Retirement Savings Plan, Total assets ($B): 0.009772376 · Participants: 378Kennedy-Donovan Center, Inc. Retirement Savings PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Kennedy-Donovan Center, Inc. Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Kennedy-Donovan Center, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Zeta Charter Schools 403(b) Plan in NY ($10M); by covered participants it is White Horse Village Inc. 403(b) Pension Plan in PA (378 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (378 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kennedy-Donovan Center, Inc. Retirement Savings Plan assets move in 2024?
Kennedy-Donovan Center, Inc. Retirement Savings Plan grew sharply - up 17.3% during 2024, from $8M to $10M. Reported net income was $1M.
How have Kennedy-Donovan Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kennedy-Donovan Center, Inc.'s sponsor-wide assets grew 39.2%, from $7M to $10M.
Which Other plans are similar in size to Kennedy-Donovan Center, Inc. Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Zeta Charter Schools 403(b) Plan in NY ($10M, 377 participants).
Which Other plans cover a similar participant headcount to Kennedy-Donovan Center, Inc. Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is White Horse Village Inc. 403(b) Pension Plan in PA (378 participants, $9M in assets).